For agencies📥 Portal, Import & Reports
See who did what in the Audit Log
A permanent record of who changed, deleted, exported or downloaded protected records in your agency, with filters and a CSV download.
When an auditor, a customer, or your own compliance policy asks who touched a record, the Audit Log answers it. It lists every change, deletion, export and download of protected records in your agency, with who did it and when. Nobody, including you or OneTerp, can edit or delete these entries.
Step by step
- 1Open Settings, Data & Backups, then Audit Log.
- 2Pick the dates with "From" and "To". It shows the last 30 days to start with, and days follow your agency's time zone.
- 3Narrow the list with "Action" (for example Job deleted, Data exported, or File downloaded) and "Person". Leave them on "All actions" and "Everyone" to see everything.
- 4Read the table: When, Person, Action, and Details. Click "Show more" to load the next 200 entries.
- 5Click "Download CSV" to save exactly what your filters show, with times in both UTC and your agency's time.
Tips
- Only people who can manage Settings (and the owner) can open the Audit Log.
- It records changes and exports, not who viewed a record. If you need a record of who viewed something for a HIPAA or FERPA request, contact OneTerp support.
- Things it records include consumers added, edited, archived or merged, consumer notes, jobs created, closed out or deleted, data exports, files downloaded, bulk imports, accounting syncs, and invoice reminders.
- One range loads at most 20,000 entries. If yours has more, the page says so and shows the newest; pick a shorter range to see the rest. A cut-off CSV has _PARTIAL in its file name.
- Entries are permanent, so you can pick any past date.
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